Editorial companion

What stands out

Bloomberg put Raymond James analyst Simon Leopold on camera predicting Nvidia at $515 while the stock trades near record highs, and the clip pairs that call with unverified reports that SpaceX may raise $40B to buy Nvidia chips. The combination matters because it mixes an influential sell-side price target with a large, market-moving rumor about an anchor customer, which can amplify momentum in an already hot name. Leopold’s confident price target is the clearest signal in the clip; the SpaceX story is the volatility kicker.